TL;DR: Tesla is literally ripping out old Model S and X production lines to build Optimus robots, with a 10-million unit facility going up in Texas.
You probably missed this during Elon’s last earnings call. Tesla isn’t just tinkering with a few prototypes in a back room anymore. They’re actually converting parts of the Fremont factory—specifically the older Model S and X lines—to manufacture the Optimus robot.
And that’s just the start. There’s a dedicated facility under construction right now at Giga Texas. The target? Pumping out 10 million units a year. That’s a ridiculous amount of metal.
Right now, the bots walking around the factory are mostly just collecting data. They aren’t building your next car quite yet. But the sheer scale of the manufacturing pivot is what matters here.
As for pricing, don’t expect one under your Christmas tree this year. Early commercial units will probably run you $100k to $150k. But if Tesla hits their long-term goal of sub-$30k, the economics of manual labor get entirely rewritten.